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Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the operational management of multicentre clinical research studies. The Project Manager…
Added 15 mins ago
TD
Paid Media Strategist
Tiller Digital
Calgary, AB
- Full-time
Identify performance or tracking gaps and investigate root causes, partnering with Tiller’s analytics specialist when deeper Google Analytics or Google Tag Manager implementation is required
Added 44 mins ago
DG
Culinary Operations Supervisor
Dexterra Group
Surrey, BC
- Full-time
Reporting to the Area manager , Remote Hospitality West, the Culinary Operations Supervisor is responsible for leading culinary excellence and standardization throughout Western Canada. The…
Added 44 mins ago
UO
Manager, School of Pharmaceutical Sciences
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
…drafting of new policies, regulations and procedures, and ensures implementation. Interprets and applies University and Faculty of Medicine policies and…
Added 1 hour ago
PROGRAM MANAGER SERVICE OPERATNL SUPPORT
City of Toronto
ON · Toronto, ON
Program Manager, Service Operational Support (Finance & Business Services)
Added 1 hour ago
Government Services - Senior Manager of IT
Cree Nation Government
QC · Jamésie, QC
The Senior Manager of Information Technology provides strategic leadership, governance, operational direction and responsible oversight of IT budgets and investments for Cree Nation…
Added 1 hour ago
SB
Project Manager
Sky Building Restoration
Oakville, ON
- Full-time
Sky Building Restoration Inc. is seeking a highly organized, experienced, and results-driven Project Manager to lead environmental remediation, abatement, emergency restoration,…
Added 2 hours ago
CH
Guest Experience Representative, Calgary (Winter 2026/27)
CMH Heli-Skiing & Summer Adventures
BC · British Columbia, Canada
- Part-time
All employees will support the implementation of CMH health and safety and sustainability initiatives and participate in training and provide assistance as required during emergency…
Added 2 hours ago
SM
29954-RFR-DTS-071 – Project Manager
S M Software Solutions Inc
Winnipeg, MB
- Full-time
We are seeking an experienced Project Manager with a minimum of 10 years of experience managing Information Technology projects, along with a valid PMP or PRINCE2 Practitioner…
Added 2 hours ago
SM
29954-RFR-DTS-071 – Project Manager
S M Software Solutions Inc
Winnipeg, MB
- Full-time
We are seeking an experienced Project Manager with a minimum of 10 years of experience managing Information Technology projects, along with a valid PMP or PRINCE2 Practitioner…
Added 4 hours ago
A
Operations Specialist
Ardene
Laval, QC
- Full-time
Reporting to the Operational Excellence and Development Manager, the Operational Specialist’s responsibilities include, but are not limited to:
Added 4 hours ago
A
Store Assistant Manager
Ardene
St. Catharines, ON
- Full-time
The temporary Assistant Manager supports the Store Manager to achieve sales objectives, improve employee performance and ensure efficient store operations. The Assistant Manager must lead…
Added 4 hours ago
A
Store Assistant Manager
Ardene
Surrey, BC
- Full-time
The Assistant Manager supports the Store Manager to achieve sales objectives, improve employee performance and ensure efficient store operations. The Assistant Manager must lead by example…
Added 4 hours ago
A
Store Assistant Manager
Ardene
Simcoe Lodge, ON · Simcoe, ON
- Full-time
The Assistant Manager supports the Store Manager to achieve sales objectives, improve employee performance and ensure efficient store operations. The Assistant Manager must lead by example…
Added 4 hours ago
A
Store Assistant Manager
Ardene
Waterloo, ON
- Full-time
The Assistant Manager supports the Store Manager to achieve sales objectives, improve employee performance and ensure efficient store operations. The Assistant Manager must lead by example…
Added 4 hours ago
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Store Assistant Manager
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Kitchener, ON
- Full-time
The Assistant Manager supports the Store Manager to achieve sales objectives, improve employee performance and ensure efficient store operations. The Assistant Manager must lead by example…
Added 4 hours ago
A
Senior IT Business Analyst
Ardene
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- Full-time
…independently lead initiatives from business needs through successful…
Added 4 hours ago
A
Store Assistant Manager
Ardene
Nanaimo, BC
- Full-time
The Assistant Manager supports the Store Manager to achieve sales objectives, improve employee performance and ensure efficient store operations. The Assistant Manager must lead by example…
Added 4 hours ago
A
Store Assistant Manager
Ardene
Peterborough, ON
- Full-time
The temporary Assistant Manager supports the Store Manager to achieve sales objectives, improve employee performance and ensure efficient store operations. The Assistant Manager must lead…
Added 4 hours ago
A
Store Assistant Manager
Ardene
Fredericton, NB
- Full-time
The Assistant Manager supports the Store Manager to achieve sales objectives, improve employee performance and ensure efficient store operations. The Assistant Manager must lead by example…
Added 4 hours ago
A
Store Assistant Manager
Ardene
Bridgewater, NS
- Full-time
The Assistant Manager supports the Store Manager to achieve sales objectives, improve employee performance and ensure efficient store operations. The Assistant Manager must lead by example…
Added 4 hours ago
A
Store Assistant Manager
Ardene
Lasalle, ON
- Full-time
The Assistant Manager supports the Store Manager to achieve sales objectives, improve employee performance and ensure efficient store operations. The Assistant Manager must lead by example…
Added 4 hours ago
A
Store Assistant Manager
Ardene
Rouyn-Noranda, QC
- Full-time
The Assistant Manager supports the Store Manager to achieve sales objectives, improve employee performance and ensure efficient store operations. The Assistant Manager must lead by example…
Added 4 hours ago
A
Store Assistant Manager
Ardene
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- Full-time
The Assistant Manager supports the Store Manager to achieve sales objectives, improve employee performance and ensure efficient store operations. The Assistant Manager must lead by example…
Added 4 hours ago
Human Resources Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
collectively reports to the Manager, HR Advisory services. HR SBAs work closely

National Bank of Canada

Wealth associate

Sorel-Tracy, QC, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 11, 2026
Posting language: English
Posted: Oct 12, 2026

Original job description

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your job:

Support investment advisors in providing superior customer service and be available to meet client requests
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
Analyze, open, and update client files
Produce portfolio management reports
Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
Ensure adherence to compliance and risk management rules

Your team:

National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

Prerequisites:

Completed college and/or university diploma in a related field
Two years of relevant experience in the banking ("back office"), insurance, and/or financial industry
Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
Completion of CIRE: Canadian Investment Regulatory Exam
Excellent knowledge of the Microsoft Office suite
Excellent customer service skills

#INDGP

Languages: French
Required skills: Accountability, Client-focused, Communication, Critical Thinking, Cybersecurity, Detail-oriented, Digital literacy, Information Analysis, Initiative, Learning Agility, Multitasking, Organization Skills, Problem Solving, Resiliency, Solution implementation, Standards Compliance, Stress Management, Teamwork, Wealth Management

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

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More about this job

Responsibilities

Support wealth advisors by responding to client requests, processing investment transactions and account instructions, and maintaining accurate client files. Prepare portfolio reports and client meetings, manage appointments, and follow compliance and risk-management requirements.

Requirements

A related college or university diploma and two years of relevant experience in banking, insurance, or financial services are required. Candidates must have completed the Canadian Securities Course and/or Conduct and Practices Handbook Course, the Canadian Investment Regulatory Exam, and have excellent Microsoft Office knowledge and customer service skills.

Skills

Accountability
Client Focus
Communication
Critical Thinking
Cybersecurity
Attention to Detail
Digital Literacy
Information Analysis
Initiative
Learning Agility
Multitasking
Organization
Problem Solving
Resilience
Compliance
Teamwork

Benefits

Health and Wellness Program
Flexible Group Insurance
Pension Plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential Banking Services
Community Initiatives
Telemedicine Service
Virtual Sleep Clinic

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Advisory
Customer Service
Investment Transactions
Securities Purchases and Sales
Investment Accounts
Deposits
Withdrawals
Transfers
Currency Conversion
Client File Management
Portfolio Management Reports
Compliance
Risk Management
Canadian Securities Course
Conduct and Practices Handbook Course
Canadian Investment Regulatory Exam
Microsoft Office
Banking
Insurance
Financial Services

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